Session formation Banque Privée

Dans le cadre de nos soirées formation thématiques, organisées tout au long de l’année par BIA Groupe, a eu lieu une formation sur la Banque Privée. Articulée autour de 4 sessions, celle-ci a eu pour objectif de faire connaitre les principes de la Banque Privée, ses métiers et ses évolutions, ainsi que son modèle opérationnel.

Depuis l’acquisition d’Alteam Consulting, ayant pour cœur de métier la Banque Privée, le groupe organise chaque année des sessions formation avec un focus sur la gestion sous mandat, la gestion conseillée…

Patrick Rouillon – directeur associé – et Youssef Abouyoub – consultant senior – ont animé ces sessions. Des cas pratiques ont été présentés afin d’appréhender les grands principes de la Banque Privée.

Chaque session s’est déroulée autour des axes suivants :

Session 1 : La Banque Privée et ses métiers

  • Les métiers et les clients
  • Le marché de la Banque Privée
  • Le cadre réglementaire
  • Les acteurs et sources de revenus
  • L’analyse des besoins clients

Sessions 2 et 3 : Le modèle opérationnel

  • Les offres (gestion libre, gestion conseillée, gestion déléguée)
  • L’exécution du contrat
  • Les différentes méthodes de gestion de portefeuille

Session 4 : Les évolutions du métier

  • Les apports de la digitalisation
  • Les mutations du modèle de valeur

Rendez-vous l’année prochaine pour une nouvelle session instructive et évolutive !

formation banque privée

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